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Celebrating Excellence: Emma Hall, Chartered Financial Planner Of The Year

Oct 2023

We are delighted to announce that Emma Hall, Chartered Financial Planner at 75point3, has received the prestigious Personal Finance Society Chartered Financial Planner of the Year award!

A Journey of Excellence

Emma’s journey in the financial industry has been nothing short of remarkable. Recognised early in her career with the title of ‘Newly Qualified Independent Financial Adviser of the Year’ at the Financial Adviser Life and Pensions awards in 2010, Emma has continued to achieve new heights. Her dedication and commitment led her to attain Chartered status in 2014, and she was later elected a Fellow of the Personal Finance Society—an acknowledgment of her technical expertise and unwavering commitment to professional development.

Specialising in providing comprehensive advice to private clients and businesses across investments, pensions, and protection, Emma’s holistic approach to financial planning stands out. Her passion for using cashflow modelling adds an extra layer of precision and thoroughness to her services.

Emma’s Victory: A Personal Triumph 

In a recent LinkedIn post, Emma shared her elation: “I WON!!! I still can’t believe it! Yesterday I won the Personal Finance Society Chartered Financial Planner of the Year award! A massive thank you to all of my family, friends, colleagues, and clients who have supported, encouraged, and put their faith in me over my 17-year career.” Emma is especially proud that women are excelling in the field, as five out of six of the personal award categories were won by women. This achievement reflects the increasing influence and expertise of women in the financial sector.

A Thank You from Stephen Jones, MD at 75point3

Stephen Jones, Managing Director at 75point3, also expressed his congratulations: “Emma’s achievement is truly outstanding, and we couldn’t be prouder to have her as part of the 75point3 team. Her dedication to providing the best advice to clients and maintaining the highest standards is truly commendable. This recognition is well-deserved, and we look forward to seeing Emma continue to excel in her role as a Chartered Financial Planner.”

The Rigorous Selection Process

Entering the competition for the Chartered Financial Planner of the Year award is no small feat. The process involves three phases of rigorous evaluation. In the initial phase, candidates fill out a series of questions about themselves and their career. The second phase requires them to write a complex case study, demonstrating their analytical and problem-solving skills. Emma’s excellence truly shone through in this stage, receiving noteworthy feedback for her exceptional case study. Finally, in the third phase, the finalists are interviewed by a panel of industry experts. Emma’s ability to articulate her expertise, coupled with her dedication to excellence, clearly set her apart during the interview process.

Join Us in Celebrating Emma’s Success!

Please join us in congratulating Emma Hall on this well-deserved honour! Her commitment to excellence and the highest standards in financial planning is an inspiration to us all. Here’s to many more years of success and positive impact in the world of finance.